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HA Process Note - 2024

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Nelson Rodrigues
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5 views

HA Process Note - 2024

Uploaded by

Nelson Rodrigues
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Process Hand-Out

©2017 HealthAssure, All Rights Reserved | www.healthassure.in


Process- Standard Data Upload

No Appt &
Bulk Data received from Client Centre
Insurer to Porting Team Contacted Details
Available

Yes
Data enters No
HA portal Choice of center
& Yes
Appt schedule
Individual requests shared to
sought
[email protected]

Status Updated on day of the Yes Appointment Details shared


appointment on SMS & Email
Medicals
Done

Report Retrieval/Quality Check & Report


uploaded
2
Process- API
Schematic Representation of w o r k flow:

H A S y s t e m C u s t o m e r / H A B o o k s
t h e A p p o i n t m e n t

D a t a Points
Y es
• Excel U p l o a d H A C o n f i r m s C u s t o m e r R e c e i v e s
• Api Integration a p p o i n t m e n t Conf irmation of A p p t
• Client Portal with D C

N o

H A C o n f i r m s N e w A p p t
d a t e & time with c u s t o m e r

M e d ic a ls
D o n e

Y es

N o

H A r e s c h e d u l e s a p t R e p o r t s Q C ,
w i t h c u s t o m e r U p l o a d e d o n H A portal
(Insurer facing)

C a s e C l o s e d

Digital V a l u e

3
Process
Flow- Portal

©2017 HealthAssure, All Rights Reserved | www.healthassure.in


Data Assigning

- Data shared in to HA system through upload/API is reflected on the screen.


- HA Ops team allocates the data to all logged in Calling Advisors for
appointment scheduling
- Provision exists for Manual & Auto Allocation of Data.

5
Scheduling Screens

- Data uploaded with KYC details & Test grid appears as above.
- This is the initial screen and all the details shared by Insurer will appear as is..
Scheduling Screens- Medical test Grid & Visit Type

- Test details as shared by Insurer


- HA Team member seeks customer convenience on this page for Home
collection( where possible) or Centre visit for completion of the medicals
- Centre selection based on NPS & Grade ( HA Term PPN) is an input here
Scheduling Screens- Appointment Date & VAS

- HA Team Post calling the customer will input the details of the appointment.
- VAS like Exceptional Payouts & Concierge option are also an input here
Medical Booking Ticket

Case ID: XXXXXXX219


Customer Name: XXXXXX
Insurance Application No: XXXXXXXXXX
Centre Visit Appointment
Oct 26 2021 9:00AM
Date:
Medical Tests: XXXXXX
Appointment Type: Center Visit
Appointment Place CV: Centre Address if Centre Visit
Appointment Place HV: Visit Address if Home Visit
Post Appointment-
Successful Completion

©2017 HealthAssure, All Rights Reserved | www.healthassure.in


Modes ||Report Inward

At HealthAssure we employ all


modes of report collection viz
[email protected] Portal upload@HA

Whatsapp Images Fleet on Street


Report Pending

- Post status change to Show ( Report Pending) the case will reflect here for the Backend
team to fetch the reports
- Case is tagged as In QC once reports are uploaded
Case Assigning

- Reports uploaded in QC are assigned to Quality team for checking


Quality Check

- QC Queue for quality check


Quality Check- Checklist
Report Closure

- Post QC Completion the case moves to the final stage where the report is auto closed
THANK YOU

©2017 HealthAssure, All Rights Reserved | www.healthassure.in

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